Bettina MacConnell
My clients are my partners. As an independent financial planner, my goal is to reach your financial goals today and in retirement through superior service and solutions. By being partners, we share the responsibility for success!
I am committed to providing you with leading edge financial advice supported by innovative products, services and systems to deliver consistently on that promise. By putting my clients’ needs first, I provide timely and knowledgeable advice.
My focus is on building long-term, multigenerational relationships with my clients as well as assisting those owning small businesses with their group plans.
Individuals & Families
Customized solutions based on you, plans for to accumulate and protect your wealth.
Business Owners
Strategies to help increase your personal cash flow, keep key employees and protect your business.
Insurance
Peace of mind for you and your family. Taking care of what matters most.
Financial Advice
Tailored advice to help you achieve your financial goals.
Retirement Planning
Strategies to help you retire with financial confidence.
Estate Planning
Customized strategies for inheritance, wealth transfer and succession to protect your loved ones.